Business Improvement

Building, growing a successful financial planning business is more than just an ability to generate revenue and manage the business.

It requires you to go beyond client care, professional competence, identify client risk, determine asset allocations, and prepare financial plan recommendations. It is about running a business better to achieve your goals. Our practice management tools and assessments are designed to help you achieve just that.

Improve your business results using the suite of tools and assessments.

There are several free tools for practice owners to use and very cost-effective online tools as well. Online tools and questionnaires include:

  • business diagnostics
  • business plans
  • marketing plans
  • cost to serve
  • benchmarking against peers
  • business owner dashboard
Practice Assessment

Practice Assessment

The financial advisory industry continues its evolution. To keep pace with developments in the industry your business needs to change and also grow.

Resisting these changes will stunt business growth and also ensure old business models become inadequate to serve the changing needs of clients.

Business Assessment

Business Assessment

We have a number of free assessment tools where you will be able to review different aspects of your business. Browse through the assessments and see how you do. Your result will be available on completion of each assessment with a peer comparison.

These assessments will either give you a sense of satisfaction or help you navigate the challenges you face going forward.

Business Essentials

Business Essentials

To thrive, a financial advice business must know the difference between discussion and implementation. By incorporating business discipline, developing a plan, deploying it accurately and aligning behaviour and business decisions with goals – financial advisers can overcome the difficulties hampering their success and ensure their services offer profound value to their clients.

Technology and Engagement Questionnaire

Technology and Engagement Questionnaire

To determine how financial advisers and FinTech’s can continue building digitally engage solutions for the future and not just tools to be successful in the current market we would value your participation in this technology survey. After the survey we will provide you with a short summary on what both you and your peers believe are important from a digital perspective to better digital engagement with your clients.

Business Plan Creator

Business Plan Creator

Your advice business should have a business plan that is updated regularly to ensure nothing slips through the cracks. “Winging it” leads to a lack of accountability—not exactly a good long-term strategy for your advice business. A well thought out, regularly updated business plan helps you document and communicate goals as well as make informed decisions – a key to ongoing advice business success. The Business Plan Creator takes you through a planning process designed to give you a quality plan that can be updated regularly.

Pricing Model

Pricing Model

Pricing is the single greatest lever you have for improving profitability in your advice business. Building a good pricing capability for your business requires the careful development of a pricing methodology which assesses your payroll, operational costs, time spent on financial advice activities and ongoing service. It also requires you to consider both intangible and tangible services. A lack of strategic focus on pricing can prove costly for your business – remember – financial planning is complex and requires a price tag to reflect that.

There are a number of other tools to help you improve your business.

AstuteWheel Client Engagement Platform <i class="fas fa-phone mid-blue"></i> 02 94 533 588
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